Pension & Wealth Management Advisors

CRD 309546 · Waltham, MA · $529.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 309546
SEC number: 801-119016
Firm type: RIA
Assets under management: $529.8M as of May 6, 2026
Website: www.instagram.com/pensionwealth ↗
Phone: 781-810-0800
Address: 800 South Street, Waltham, MA, 02453

Advisors at this firm

9 in our index · page 1 of 1

James Michael BoydCRD 2315479 · Waltham, MA

IA Registered
Bradley Clark CannonCRD 8058434 · Waltham, MA

IA Registered
Brian Thomas GasbarroCRD 4319693 · Waltham, MA

IA RegisteredRegistration inactive
Neil Graham McinnisCRD 1521962 · Waltham, MA

IA RegisteredRegistration inactive
Andrew John PowersCRD 1152856 · Waltham, MA

IA RegisteredRegistration inactive
Christopher Arnold RayCRD 4734023 · Waltham, MA

IA RegisteredBroker
Robert David SandlerCRD 859435 · Waltham, MA

IA Registered
Thomas E WadeCRD 1097200 · Waltham, MA

IA Registered
George Paul WebbCRD 2169510 · Waltham, MA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.